Studsvik: Scarce assets, clearer direction - SEB

Studsvik: Scarce assets, clearer direction - SEB

While we expect solid underlying performance in Q3, the absence of positive one-offs and a higher cost base following the Kärnfull NEXT acquisition imply lower reported operating profit y/y. We continue to believe Studsvik offers scarce exposure to a structurally improving nuclear market and is showing signs of a durable turnaround under new management, improved financial discipline and a more ambitious growth agenda.

Länk till analysen i sin helhet: https://research.sebgroup.com/corporate/reports/144551